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TRUSTED BY LEADERS IN BANKING
Why Banks and Financial Institutions Choose CaptivateIQ
Financial institutions need growth that's both predictable and compliant. The right sales performance management platform connects planning with execution to hit revenue targets while managing risk and cost.
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Accelerate Revenue GrowthGet sales teams productive faster with aligned territories, clear compensation structures, and optimized quota setting to capture more market opportunity.- Reduce Operational RiskAutomated processes and built-in controls reduce compliance exposure, audit findings, and costly errors that impact both bottom line and regulatory standing.
- Cut Administrative CostsStop spending on external consultants and lengthy IT projects while finance and operations teams save hundreds of hours per quarter on manual work.
- Increase AgilityRespond faster to market changes and competitor moves by pivoting sales strategies and compensation structures in weeks, not months, to capture emerging opportunities.
7,000+
unique plans supported
75%
faster sales planning
6x
faster plan creation
One Platform from Planning to Payout for Banks and Financial Institutions
SmartGridTM Technology
Build sales plans that meet regulatory standards and align to revenue objectives
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Create territory assignments and quota models using CaptivateIQ's planning engine with built-in audit trails that automatically document all decisions for regulatory review.- Design compensation structures with automated compliance checks that flag potential issues before plans go live, reducing regulatory risk across your sales organization.
- Build capacity models using historical performance data and regulatory requirements that balance market coverage with compliance obligations and fair lending practices.
Assist: AI-Powered Intelligence
Deploy territory and compensation plans instantly
- Roll out territory assignments, quota distributions, and incentive structures across branches, digital channels, and relationship teams through automated workflows that maintain compliance.
- Deploy new product launches and promotional campaigns simultaneously to all sales channels with integrated approval processes that ensure consistent messaging and compliance.
- Push compensation updates and performance targets to retail banking, commercial lending, and wealth management teams instantly while maintaining audit documentation.
Scalable and Robust Integrations
Track quota attainment with regulatory oversight
- Monitor sales performance across all products and territories with customizable dashboards that provide real-time visibility into quota progress and compliance metrics.
- Track compensation spend against budget through integrated data connections that alert management to plan modifications and potential overages before they impact financial results.
- Generate executive reports with advanced analytics that connect sales performance to financial outcomes while maintaining the audit trails required for regulatory examinations.
Enterprise-grade Security and Compliance
Modify plans quickly as market conditions change
- Adjust territory boundaries and quota assignments instantly when market conditions change, new regulations emerge, or competitive dynamics shift in your markets.
- Test compensation plan modifications with what-if modeling that includes compliance impact analysis before implementing changes across your sales organization.
- Make rapid adjustments to incentive structures and territory focus while maintaining the documentation and audit trails required for regulatory compliance.
Hear from other financial institutions modernizing their sales performance management
With CaptivateIQ we are able to accomplish all commission-related tasks we need to do on a routine basis in significantly less time than before. This frees us up to modify and adjust commission plans to keep up with the company goals.
Chelsie C.
Senior FInancial Analyst
With CaptivateIQ, we found that we didn’t have to change our plans simply to conform to the system. There was no boxing ourselves in, and there were no limitations...If you can think it, CaptivateIQ can do it.
Ashley N.
Controller
With CaptivateIQ our systems are a lot more stable. Not only does this give our team peace of mind, it also saves us countless hours of manual troubleshooting.
Shannon B.
Commission Analyst
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